See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,029 | $153,311-73.9% | $109,313-63.4% | $273,961-85.4% |
| Participation rate | 86.4% | 80.1%+6.3pp | 71.3%+15.1pp | 83.0%+3.3pp |
| Annual return | 8.66% | 29.86%-21.2pp | 22.07%-13.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,221 | $5,619-42.7% | $3,892-17.3% | $4,869-33.9% |
| Participant deferral / active EE | $2,039 | $3,932-48.1% | $3,166-35.6% | $5,287-61.4% |
| Admin fee / account holder | $312 | $8,076-96.1% | $5,666-94.5% | $10,132-96.9% |